PGIRX Mutual Fund

NAV$20.89

Returns Overview

1 Month
-2.94%
3 Months
+8.95%
6 Months
-7.63%
YTD
-7.07%
1 Year
-7.99%
3 Years (annualized)
+4.09%
5 Years (annualized)
-0.30%
10 Years (annualized)
+9.66%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PGIRX have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
MSCI All Country World Index
This Mutual Fund (YTD)
-7.07%
Peer Avg (YTD)
+8.97%
vs Peers
-16.04%

PGIRX Mutual Fund Performance

PGIRX performance across multiple time periods: 1-month -2.94%, YTD -7.07%, 1-year -7.99%, 3-year 4.09%, 5-year -0.30%, 10-year 9.66%.

PGIRX returns trail the peer average of 8.97% YTD. With an expense ratio of 1.26%, investors should weigh costs against performance when evaluating this mutual fund.

PGIRX performance comparison shows side-by-side returns with another fund. PGIRX alternatives are available in the Mutual Fund Screener.